Look to the experts for your portfolio management!

Manage your investments with the financial experts at Citizens Bank & Trust. Our investment management services provide a disciplined committee-supervised process complete with internal and external regulatory oversight. Citizens’ business and consumer clients are provided with an experienced portfolio manager who is fully supported by the joint resources of Citizens Bank & Trust and our professional partners.

Look for consistent and reliable guidance that will assist you in reaching your financial goals. Whether growing a business, supporting your children’s education, or preparing for retirement, we’re prepared to create a strategy aimed for success!